Taxation

Personal Tax

Your personal tax affairs are very important to you and we treat this just as important. We take time to understand your business and goals and offer advice and tax planning solutions that both match your goals and comply with HMRC regulations.

Tree offers you personal tax services including:

Tax Return Preparation

Our tax service provides a tax return preparation service to you. Our tailored approach is to take away the hassle of dealing with taxes by providing a personal service that meets the needs of the individual.

We take care of all areas of your tax return and ensure that you comply with HMRC regulations, whilst providing planning solutions that are relevant to your needs.

Personal Tax Planning

Tax planning is something that should be considered early and we work with you to provide a strategy that will evolve as your business does. As we invest time to understand your business and goals we have a greater understanding of all your affairs.

We also work closely with our financial services team to ensure best advice is provided.

Corporation Tax

Corporation and business tax can be daunting and best approached when setting up your business and we can assist in this.

We assist in many areas including:

Setting up a business by investing time to provide an effective tax structure and remuneration planning

Minimising the tax compliance burden

Dealing with HMRC enquiries and investigations

The Enterprise Investment Scheme (“EIS”)

EIS allows small and medium sized companies in the process of raising capital by attracting investors providing a tax relief of up to 20% of their investment. Your company must satisfy EIS criteria and the investor can hold up to a maximum of a 30% share holding in your company. The investors can then dispose of their shareholding after three years completely free of capital gains tax.

Entrepreneurs’ Relief

After HMRC removed taper relief Entrepreneurs’ relief has been made available. This potentially allows you to pay just 10% on capital gains for up to £5 million. The £5 million is a lifetime sum and there are also a number of conditions that must be met so it is advised that you get advice as early as possible.